Nonprofit · EIN 94-2992640
METTA FUND
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $10,576,333 | $5,814,901 | $4,761,432 | $78,818,021 | $4,394,831 | $74,423,190 |
| December 31, 2024 | 990-PF | $4,517,908 | $7,246,787 | -$2,728,879 | $72,278,914 | $4,408,587 | $67,870,327 |
| December 31, 2023 | 990-PF | $3,765,530 | $6,111,824 | -$2,346,294 | $71,673,019 | $3,360,003 | $68,313,016 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $4,046,295
- Net gain from sales of assets
- $6,530,038
Expenses
- Grants and similar amounts paid
- $2,720,600
- Compensation of officers, directors and key employees
- $531,037
- Salaries, compensation and benefits (total)
- $1,008,242
- Disbursements for charitable purposes
- $5,624,224
- Excise tax on investment income
- $131,045
Balance sheet and other
- Total assets, start of year
- $72,278,914
- Total assets, end of year
- $78,818,021
- Total liabilities, end of year
- $4,394,831
- Net assets, end of year
- $74,423,190
- Fair market value of assets
- $78,839,650
- Qualifying distributions
- $5,624,224
- Net investment income
- $10,576,333
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANET Y SPEARS 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | PRESIDENT & CEO | 40 | $390,037 | $21,000 |
| R ESPINOZA 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | DIRECTOR OF PROGRAM Highest-paid employee | 40 | $211,031 | $12,812 |
| B GARCIA 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | DIRECTOR OF ADMINIST Highest-paid employee | 40 | $186,976 | $11,381 |
| C COLLEN 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | SENIOR PROGRAM AND G Highest-paid employee | 40 | $174,781 | $10,547 |
| H HUYNH 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | CONTROLLER Highest-paid employee | 40 | $151,242 | $9,266 |
| A KARRER 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | SENIOR DIRECTOR OF C Highest-paid employee | 40 | $135,319 | $8,239 |
| JARMIN YEH 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | BOARD CHAIR, DIRECTOR | 7 | $20,000 | $0 |
| ROMA GUY 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | SECRETARY, DIRECTOR (ENDED 04/30/25) | 3 | $20,000 | $0 |
| SONIA MELARA 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | SECRETARY, DIRECTOR (STARTED 05/01/25) | 4 | $20,000 | $0 |
| THURMAN WHITE 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | TREASURER, DIRECTOR (STARTED 05/01/25) | 5 | $20,000 | $0 |
| DEBRA PLOUSHA-MOORE 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | DIRECTOR | 3 | $20,000 | $0 |
| ROBERTA VARGAS 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | DIRECTOR | 3 | $13,333 | $0 |
| KIMBERLY BRANDON 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | TREASURER, DIRECTOR (ENDED 04/30/25) | 5 | $6,667 | $0 |
| JOHN WOODWARD 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | VICE CHAIR, DIRECTOR | 3 | $0 | $0 |
| PARVIN MANUCHEHRI 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | DIRECTOR | 3 | $0 | $0 |
990-PF for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANET Y SPEARS 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | CHIEF EXECUTIVE OFFICER | 40 | $369,837 | $20,700 |
| R ESPINOZA 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | DIRECTOR OF PROGRAM Highest-paid employee | 40 | $198,406 | $12,084 |
| B GARCIA 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | DIRECTOR OF ADMINIST Highest-paid employee | 40 | $181,473 | $11,026 |
| A KARRER 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | SENIOR DIRECTOR OF C Highest-paid employee | 40 | $177,818 | $10,669 |
| C COLLEN 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | SENIOR PROGRAM AND G Highest-paid employee | 40 | $164,281 | $9,905 |
| H HUYNH 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | CONTROLLER Highest-paid employee | 40 | $116,096 | $7,158 |
| JARMIN YEH 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | BOARD CHAIR, DIRECTOR | 6 | $22,500 | $0 |
| ROMA GUY 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | SECRETARY, DIRECTOR | 3 | $22,500 | $0 |
| KIMBERLY BRANDON 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | TREASURER, DIRECTOR | 4 | $22,500 | $0 |
| SONIA MELARA 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | DIRECTOR | 4 | $22,500 | $0 |
| THURMAN WHITE 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | DIRECTOR | 3 | $15,000 | $0 |
| DEBRA PLOUSHA-MOORE 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | DIRECTOR | 3 | $15,000 | $0 |
| JAMES LOYCE 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | DIRECTOR | 3 | $7,500 | $0 |
| JOHN WOODWARD 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | VICE CHAIR, DIRECTOR | 3 | $0 | $0 |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANET Y SPEARS 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | CHIEF EXECUTIVE OFFICER | 40 | $344,214 | $19,800 |
| R ESPINOZA 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | DIRECTOR OF PROGRAM Highest-paid employee | 40 | $189,330 | $11,540 |
| B GARCIA 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | DIRECTOR OF ADMINIST Highest-paid employee | 40 | $178,641 | $10,890 |
| A KARRER 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | SENIOR DIRECTOR OF C Highest-paid employee | 40 | $160,577 | $9,365 |
| C COLLEN 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | SENIOR PROGRAM AND G Highest-paid employee | 40 | $154,478 | $9,317 |
| H HUYNH 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | CONTROLLER Highest-paid employee | 40 | $135,403 | $8,307 |
| KIMBERLY BRANDON 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | CHAIR & DIRECTOR | 6 | $25,000 | $0 |
| ROMA GUY 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | SECRETARY & DIRECTOR | 3 | $25,000 | $0 |
| JAMES LOYCE 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | DIRECTOR | 3 | $25,000 | $0 |
| SONIA MELARA 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | DIRECTOR | 3 | $25,000 | $0 |
| JARMIN YEH 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | DIRECTOR | 4 | $25,000 | $0 |
| JOE HAFEY 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | VICE CHAIR & DIRECTOR (UNTIL 06/23) | 3 | $12,500 | $0 |
| JOHN WOODWARD 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104 | TREASURER & DIRECTOR | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 101 MONTGOMERY ST STE 2200, SAN FRANCISCO, CA 94104-4137
- Signed the 990-PF
- JANET Y SPEARS, PRESIDENT & CEO
- Phone
- (415) 660-7361
- Website
- WWW.METTAFUND.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2992640 or by the name METTA FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-2992640
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $78,818,021
- Income (IRS master file)
- $19,498,962
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $10,576,333 | $5,814,901 | $78,818,021 | XML |
| 990-PF | December 2024 | $4,517,908 | $7,246,787 | $72,278,914 | XML |
| 990-PF | December 2023 | $3,765,530 | $6,111,824 | $71,673,019 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2992640).
Questions about METTA FUND
- What is the EIN of METTA FUND?
- The employer identification number (EIN) of METTA FUND is 94-2992640.
- Is METTA FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to METTA FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does METTA FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of METTA FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did METTA FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of METTA FUND?
- The 990-PF for the year ended December 31, 2025 lists 15 people; 13 received compensation from the organization, the highest $390,037 (JANET Y SPEARS, PRESIDENT & CEO).
- How much revenue does METTA FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $10,576,333, expenses of $5,814,901 and total assets of $78,818,021 at year end.
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